Great investors · Chuck Akre · Q2 2026
What Chuck Akre bought and sold in Q2 2026
Akre Capital Management 13F portfolio as of Jun 30, 2026: 19 positions worth $5.1 bn. Largest: MA, MCO, BN, KKR. Filed with the SEC on Aug 14, 2026.
The 13F is filed by Akre Capital Management, not by Chuck Akre personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q2 2026
- IncreasedCoStar GroupCSGP+0.6 pp
Sells in Q2 2026
- ReducedBrookfieldBN−3.4 pp
- ReducedVisaV−3.0 pp
- ReducedKKRKKR−2.6 pp
- ReducedO Reilly AutomotiveORLY−2.6 pp
- ReducedMastercardMA−2.4 pp
- ReducedAirbnbABNB−2.0 pp
- ReducedMoody'sMCO−0.7 pp
8 companies with material moves, out of 13 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Akre Capital Management's Q2 2026 13F lists 19 lines of US-listed securities worth $5.1 bn; the largest is MA at 20.0% of the portfolio. It was accepted by the SEC on Aug 14, 2026 at 4:21 PM ET.
Against the previous quarter, it opened no new positions, closed none, added to 2 (CSGP and NOW) and trimmed 11 (BN, MA, V and KKR and 7 more). 6 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Mastercard MA | 2.0 M | $1.0 bn | 20.0% | −13% |
| 2 | Moody's MCO | 1.2 M | $524M | 10.3% | −7.2% |
| 3 | Brookfield BN | 12.1 M | $516M | 10.1% | −29% |
| 4 | KKR KKR | 5.0 M | $457M | 8.95% | −26% |
| 5 | Fair Isaac FICO | 361,826 | $432M | 8.47% | no change |
| 6 | Roper Technologies ROP | 1.2 M | $398M | 7.80% | −6.4% |
| 7 | Visa V | 1.1 M | $381M | 7.46% | −32% |
| 8 | CoStar Group CSGP | 11.7 M | $331M | 6.49% | +13% |
| 9 | Copart CPRT | 8.0 M | $225M | 4.41% | no change |
| 10 | O Reilly Automotive ORLY | 2.2 M | $199M | 3.90% | −44% |
| 11 | Airbnb ABNB | 1.2 M | $169M | 3.32% | −42% |
| 12 | CCC Intelligent Solutions Holdings CCC | 29.9 M | $154M | 3.02% | −5.2% |
| 13 | ServiceNow NOW | 1.2 M | $124M | 2.42% | +14% |
| 14 | Salesforce CRM | 717,799 | $112M | 2.20% | no change |
| 15 | Goosehead Insurance GSHD | 443,385 | $21.5M | 0.42% | no change |
| 16 | SOPHiA GENETICS SOPH | 3.7 M | $21.5M | 0.42% | no change |
| 17 | Perimeter Solutions PRM | 250,000 | $8.9M | 0.17% | no change |
| 18 | American Tower AMT | 29,254 | $4.8M | 0.09% | −42% |
| 19 | Berkshire Hathaway BRK/B | 8,184 | $4.1M | 0.08% | −21% |
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Akre Capital Management's 13F filings on EDGAR (SEC) ↗
Follow Chuck Akre and see their Q3 2026 13F once it is filed
Free. We email you (if you turn it on) and in Following you see what each manager you follow bought and sold.
Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.